I come from an immigrant family in Mexico. They came to provide a better life for our family. My grandparents worked hard to provide a better life for my parents, who used that foundation to provide a better life for me. I want to continue this legacy, not only for my family but for yours as well, enabling future generations to thrive. Recognizing the importance of financial education, I pursued a degree in accounting. Witnessing the lack of financial literacy in my community, I felt compelled to address this issue, leading me to join B.B. Financial Group. The firm’s commitment to client education attracted me. Our personalized strategies offer invaluable assurance to families. Our vision is to educate our community about the significance of life insurance and retirement planning in achieving our shared goals.

Being the youngest of three and having lost both parents, it was only a matter of time before transitioning to the financial services industry. Spending the last six years chasing the so-called “American Dream,” I worked the traditional corporate route. After reviewing my brother’s plan to disrupt the insurance space and considering his years of experience in the industry, I decided to join my brother’s agency with the mindset that family is everything. Moving forward, my role at the firm is to provide excellent service and support to both agents and clients. I look forward to working with you all.

Growing up in a cultural household in the Midwest and being raised by conservative parents, the insurance industry was not something I had intended to be a part of. However, at some point in our lives, I believe we all reach a crossroad that alters our anticipated trajectory. For me, that change and introduction occurred back in 2015 when I embarked on a promising career in the financial services industry at a Fortune 100 firm. However, while working for a captive agency, I quickly learned about the limitations of growth for both agents and clients. Building a practice while also caring for sick parents, I truly embraced the importance of both financial literacy and the significance of protecting our loved ones. Yet, I found myself at another crossroad, which marked the inception of B.B. Financial Group. The idea was to mold professionals to better serve our clients so that we could reintroduce transparency to our industry. I aimed to continue providing service for current and future clients while building an agency that embodies the belief that we are striving to “be better.”